+7,716.4%
TPR vs AEHR
+1,227.1%
+6,489.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -0.9% |
| 7D | -2.3% | +6.7% | -9.0% | -2.8% |
| 30D | -23.0% | -12.7% | -10.3% | -22.6% |
| 3M | -12.5% | -26.0% | +13.5% | -12.3% |
| 6M | -21.4% | +102.2% | -123.6% | -27.7% |
| YTD | -3.5% | +327.2% | -330.8% | -16.6% |
| 1Y | +17.4% | +228.1% | -210.8% | +2.7% |
| 3Y | +291.3% | +67.0% | +224.2% | +239.8% |
| 5Y | +241.9% | +928.1% | -686.2% | +153.4% |
| 10Y | +322.7% | +3,269.5% | -2,946.9% | +168.9% |
| All | +7,716.4% | +1,227.1% | +6,489.4% | +3,848.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling